Learn about the best group management software with our fresh guide.

Top 9 Group Management Software for Smart Organizations

Managing your association, members, or camp population can seem scary. How is your team supposed to keep up with the information and needs of thousands of people? Luckily for you, we’ve compiled a list of our favorite group management software options by specialty, so that you can learn which software is best for your organization.

Our favorites are:

  1. Fonteva – Top Group Management Tool for Associations
  2. Salsa – Top Group Management Tool for Nonprofits
  3. CommunityPass – Top Group Management Tool for Community Centers
  4. OmegaFi – Top Group Management Tool for Greek Organizations
  5. CircuiTree – Top Group Management Tool for Camps
  6. Doubleknot – Top Group Management Tool for Museum Membership Programs
  7. Morweb – Top Group Management Tool for Online Communities
  8. Church Community Builder – Top Group Management Tool for Faith-Based Organizations
  9. Alumni Channel – Top Group Management Tool for Alumni Groups

Let’s dive in!


Fonteva is a top group management software.

1. Fonteva – Top Group Management Tool for Associations

Group Management Tool Overview

Fonteva is a flexible and easy-to-use group management tool for mid-size to large groups. It can easily manage groups of any size (like trade associations, professional societies, and more!) due to its diverse toolkit of features in a lean and intuitive platform.

All Fonteva products are powered by Salesforce and come with full customer support so that your association can thrive.

Top Group Management Features

Some of the features that make Fonteva our top choice for associations are:

  • Cloud-based database.
  • Online community communication.
  • Event planning software.
  • Easy-to-use and easy-to-understand financial and reporting tools.

With these features, your Fonteva software can grow as your organization does. With software updates included in your subscription, you don’t need to worry about having to pay more if the system changes.

Takeaway

For an association that needs an intuitive and simple yet intelligent group management software, Fonteva is the right choice.

Fonteva's suite of features make it a formidable group management software.


Salsa is a top group management software.

2.  Salsa – Top Group Management Tool for Nonprofits

Group Management Tool Overview

This group management software from Salsa Labs is built specifically for nonprofits. By centralizing donor data and empowering users to seamlessly track relevant information, Salsa’s group management tool is perfect for nonprofits looking to optimize their fundraising strategy.

The donor profiles are easily customizable and allow for information like relationships, interests, demographics, and social media accounts, so that a nonprofit has a 360-degree view of their donors.

Top Group Management Features

Salsa’s group management software comes with valuable features such as:

  • Member management.
  • Donor profile customization.
  • Grant management.
  • Double the Donation, WealthEngine, and DonorSearch integrations.

These options allow a nonprofit to strategically target their donors and discover actionable trends, in order to maximize their fundraising capabilities and increase engagement with their community.

Takeaway

If your nonprofit is looking for a powerful and easy to use group management tool to maximize your fundraising success while strengthening supporter relationships, invest in Salsa’s software.

Salsa's versatility make it a top group management software.


CommunityPass is a top group management software.

3. CommunityPass – Top Group Management Tool for Community Centers

Group Management Tool Overview

CommunityPass is a group management tool that provides solutions for aquatic centers and pools, sports leagues and teams, adult education, and more for community centers through their cloud-based software.

This group management tool is great for getting everything done: it includes a content management system, a customer management, and messaging and reporting.

A community center can plan their season of classes, customize its registration forms, plan and implement their pricing structure, and accept payment all online through CommunityPass.

Top Group Management Features

CommunityPass has a lot of great features for running a successful community center, but some of our favorite group management features are:

  • Email and text alerts and reminders.
  • Automated receipts.
  • Rolling membership options.
  • Easy guest pass and membership purchase options.

CommunityPass’s engagement features allow community centers to successfully manage their guests and members, as well as create and plan the classes and opportunities those members want.

Takeaway

For a community center ready to streamline their group management strategy and combine all their administrative needs into one program, CommunityPass is the perfect software.

CommunityPass's multifaceted interface make it a top group management software.


OmegaFi is a top group management software.

4. OmegaFi – Top Group Management Tool for Greek Organizations

Group Management Tool Overview

With OmegaFi’s easy-to-use and mobile-optimized financial management, member database, and website/communications solutions, it’s the clear winner for Greek organizations.

OmegaFi’s three software solutions—Vault, Compass, and GINSystem—are all important aspects of OmegaFi’s group management tool, but the most important for members is Compass.

Compass manages members from the moment they’re offered a place in the sorority or fraternity to their later status as a continuing donor.

Officers can customize their dashboard based on the data that they need to see, and the OmegaFi team and the officers work together to build a reporting process that works for their specific organization.

Top Group Management Features

OmegaFi’s comprehensive fraternity/sorority support system has too many useful features to name, but here are our favorite group management features:

  • Custom dashboard.
  • Event management tools.
  • Member reporting tools.
  • Fundraising tools and online giving options.

OmegaFi offers Greek organizations all the tools they need to successfully manage their members as well as maintain relationships with graduated brothers and sisters.

Takeaway

Greek organizations who are looking to make their group management tasks easier and simpler, while raising more money for their organization, should look into investing in OmegaFi’s system.  

OmegaFi's precision and functionality make it a perfect group management software for Greek organizations.


CircuiTree is a top group management software.

5. CircuiTree – Top Group Management Tool for Camps

Group Management Tool Overview

CircuiTree, created by people who know and love summer camps, is an all-in-one cloud-based group management software designed specifically to make running a summer camp easier.

This software manages everything from housing requests and food allergies to medical records and emergency contact information, all in one easy-to-understand database.

Parents will be thrilled to sign up multiple children, register allergies and medication conditions, and choose camp activities all from their own computers at home. With CircuiTree’s integrated point-of-sale technology, a camp can guarantee secure payment processing and accurate data management.

Top Group Management Features

CircuiTree’s software offers a multifaceted solution to collecting and storing all the information a camp team needs to have a profitable, safe, successful summer. Some of the best features for group management include:

  • Online registration.
  • Transportation tracking.
  • Activity self-scheduling.
  • Camper check-in.
  • Electronic health center.
  • Guest group management.
  • Donor management.

With all these features and more, your camp staff will be able to spend less time filing forms and more time making sure your campers have an excellent time.

Takeaway

If your team wants to spend less time tracking data and filing forms and more time having fun with campers and teaching them valuable skills, consider investing in CircuiTree for all your camp-running needs.

CircuiTree's centralized database make it a great group management software for camps.


Doubleknot is a top group management software.

6. Doubleknot – Top Group Management Tool for Museum Membership Programs

Group Management Tool Overview

Museum membership management can be complicated, but they don’t have to be with Doubleknot’s group management software. Built with museums and other similar nonprofits in mind, Doubleknot is built for maintaining member relationships.

Doubleknot’s software provides integrated solutions for everything from ticketing and registration to reservations, donations, sales, and more. Their product is constantly being updated with requests and feedback from clients, which makes it a valuable investment for the future of your nonprofit.

Because it integrates well with other software products, you don’t have to worry about having wasted your money on other software.  

Top Group Management Features

Doubleknot’s priorities are recruitment, rewarding, and retaining members for your organization, so their features are focused on helping those things happen. Some of Doubleknot’s best software features are:

  • Automatic onboarding messages and materials.
  • Automatic renewal reminders for members.
  • The option to gift a membership to someone else.
  • Member engagement tracking.
  • Member search and segmentation.
  • Historical member directory.

With these features, your museum can ensure that your members remain members and that you continue striving towards your goals.

Takeaway

Doubleknot’s group management tools, in addition with everything else that its software does to ensure that your museum or similar nonprofit runs smoothly, can help you reach more people and maintain strong relationships with your supporters.

Doubleknot's customizability make it a great group management software.


Morweb is a top group management software.

7. Morweb – Top Group Management Tool for Online Communities

Group Management Tool Overview

Morweb is the child of two companies: Morad Media Inc., which is an award-winning digital design agency, and Morweb CMS Inc., which is a website platform for nonprofits and associations.

Morweb’s group management tool is lightweight, yet functional: their cloud-based software allows online communities to keep track of members, manage events, allow or restrict access to pages based on membership level, and fundraising, all through the community website.

Top Group Management Features

In addition to providing beautiful, functional, and mobile-responsive websites to online communities, Morweb offers the following group management features:

  • Searchable member directory.
  • Member map.
  • Intranet and restricted-access pages.
  • Event planning capabilities.
  • Fundraising campaign pages and online donation forms.

Your online community can handle its group membership needs, all from your own website.

Takeaway

Online communities looking for a lightweight group management system with real-world fundraising and event functionalities will be thrilled to use Morweb.

Morweb is the perfect lightweight group management software.


Church Community Builder is a top group management software.

8. Church Community Builder – Top Group Management Tool for Faith-Based Organizations

Group Management Tool Overview

Church Community Builder is a fully functional group management and event planning tool for faith-based organizations. With their cloud-based, Software as a Service group management tool, your church can make sure that all of your members are engaged and included.

Their software, which is accessible from anywhere with internet access as well as through their app, allows church ministries to build profiles for anyone from first-time visitors to long-term members and volunteers.

Top Group Management Features

In addition to Church Community Builder’s ability to track church metrics, build intuitive web forms, provide online giving options, and streamline process queues, they also offer the following group management features:

  • Communication tools including email merges, direct mail, and texting options.
  • Attendance tracking for church services, small groups, and events.
  • Event planning, including room reservations in your church.
  • The Needs feature: your church can plan on-the-fly community events to help members with anything life might hit them with.

With Church Community Builder’s group management tools, your church can make sure that everyone feels at home and welcome, even from their very first visit.

Takeaway

Help your church family work better together and increase engagement with everyone from dedicated volunteers to new visitors by investing in Church Community Builder for your ministry.

Church Community Builder's specialized features make it the perfect group management software for churches.


Alumni Channel is a top group membership software.

9. Alumni Channel – Top Group Management Tool for Alumni Groups

Group Management Tool Overview

Alumni Channel is a dual-use database and website creation software that allows your organization to keep track of your alumni while also providing a beautiful and functional place online to communicate, network, and learn.

This software allows your alumni and your team to access the website from anywhere with an Internet connection, even from smartphones and tablets. You can invite alumni to events, post news updates, send out email blasts, and ask for donations all from the same place.

Top Group Management Features

Alumni Channel makes it easy to manage your alumni community by providing you with the tools to keep them engaged visit after visit to your website. Some of those engaging features are:

  • Quick member search capacity.
  • Organized and segmentable member directories.
  • Data import and export options.
  • Member profiles.
  • Networking opportunities.
  • Job postings.

With Alumni Channel’s appealing interface for alumni and useful administrator features, you’ll increase engagement after graduation as well as giving alumni the tools they need to build an online community where they can network and grow.

Takeaway

If you’re looking to provide a functional and attractive website for your alumni to interact with others on while also creating an alumni database that your organization can use, check out Alumni Channel to see what else their software can do.

Alumni Channel is the perfect group management software for engaging alumni.


With these options, you can determine the best group management software for your organization, no matter your mission. For more information on some of our other favorite software, check out these additional resources:
  • Top 11 Cvent Competitors. No matter what your organization needs event planning software for, we’ve got a suggestion for it. Check out our guide to Cvent competitors and learn more about how you can improve your event planning strategy.
  • Top 7 Silent Auction Software for Nonprofits. With this guide from OneCause, you’ll be sure to choose the right silent auction software for your needs and ensure that your next fundraising event is a massive success.
  • Fundly Reviews: Testimonials from Nonprofits and Individuals. Are you thinking of starting a crowdfunding campaign? Before you commit to any specific platform for your endeavor, read these reviews about Fundly to make sure you make the right choice.
Double the Donation-iDonate-Integration-Feature

Double the Donation/iDonate Integration Guide

iDonate has officially partnered with Double the Donation to boost your matching gift revenue with the click of a button.

If you’re looking for step-by-step instructions on how to turn on the Double the Donation integration within your iDonate account, you’ve come to the right place!

Double the Donation’s Relationship with iDonate:

iDonate is an industry-leading fundraising and donor engagement solution for nonprofits.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was designed to help iDonate users incorporate Double the Donation’s matching gift search tool and database directly into their donation pages.

Please note that iDonate and Double the Donation are two separate companies.

How To Activate Double the Donation’s Matching Gift Field On Your iDonate Donation Page

First thing’s first: You must have a 360MatchPro account in order to enable the matching gift functionality on your iDonate donation page. If you don’t already have one, contact your iDonate Account Executive at support@idonate.com, and they will activate your 360MatchPro account for you.

Note: This guide will take you through the entire process of setting up an embed, placing it on a landing page, and pushing that page live. If you already have your embed and landing page set up, please skip to steps #3 and #4 of Phase 1. Once those steps are completed, your matching gift functionality will be up and running!

Now let’s get started!

There are two key phases to setting up an iDonate form that incorporates Double the Donation’s matching gift search tool: creating the embed and creating the landing page.

Phase 1: Create the “Embed”

Step #1: Once you’ve logged into your iDonate account, click on the “Embeds” option in the menu on the left side. You will be directed to this screen. From here, click “NEW EMBED” in the top right-hand corner.

Double-the-Donation-iDonate-Integration-step-a1

 

Step #2: On the following page, you’ll be asked to choose either “Unified Giving Embed v2” or “Single-page Embed.”

For the sake of this demonstration, we will prepare a unified giving embed for our fictional nonprofit organization, Cat Rescue Club.

Double-the-Donation-iDonate-Integration-step-a2

Step #3: In order to add the search tool to your donation page, you must assign a location for your corporate matching gift field as illustrated below. The default setting is “No Corporate Matching,” which leaves your donation page without a matching gift search tool.

Double-the-Donation-iDonate-Integration-step-a3

We strongly recommend selecting the “On first page of embed” option. The closer the corporate matching field is to the top of your donation page, the higher the chances are of a donor searching for their employer and having their donation matched.

Step #4: Then, simply switch the “Company Name” toggle ON.

Double-the-Donation-iDonate-Integration-step-a4

Your embed is officially ready to capture employment information. Now let’s get the landing page set up.

Phase 2: Create the Landing Page

Step #1: Navigate over to “Landing Pages” found in the menu on the left side of your screen. Once there, click on “NEW LANDING PAGE” in the top right corner of the screen. Both of these buttons are highlighted below.

Double-the-Donation-iDonate-Integration-step-b1

Step #2: You will be presented with three options for how you would like your landing page to look. For this demo, we will select the “Simple Landing Page” option.

Double-the-Donation-iDonate-Integration-step-b2

Step #3: You will be redirected to the options for your new landing page. First step: name your page.

Double-the-Donation-iDonate-Integration-step-b3

Step #4: Navigate to the “Page” option (highlighted in the image below). Here, you will select the embed you want to incorporate on this landing page. We will select the Cat Rescue Club embed that we set up earlier (also highlighted).

Double-the-Donation-iDonate-Integration-step-b4

Step #5: All that’s left to do is finish customizing your page before you hit publish in the top right-hand corner of your landing page setup, as illustrated below.

Double-the-Donation-iDonate-Integration-step-b5

When your page has been published, you will be redirected to your “Landing Pages” home screen, and your newly setup landing page will now be listed here.

Step #6: To the right of your landing page’s title, you will see a small pencil icon. When clicked, this icon presents a dropdown menu that allows you to either “Edit,” “Visit,” or “Archive” your landing page. It’s that simple.

Double-the-Donation-iDonate-Integration-step-b6

Step #7: If you click visit, you will see your fully functional, customized donation page with the embedded search tool by Double the Donation.

Double-the-Donation-iDonate-Integration-step-b7

Voila! You have a beautiful, customized, fully integrated donation page.

Incorporate Double the Donation’s Matching Gift Search Tool Across Your Broader Fundraising:

Ensure that all your website visitors, not just those on your iDonate fundraising page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the Embed Code from your Double the Donation account. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how our Cat Rescue Club website incorporates the Double the Donation plugin on a page designated to matching gifts.

Double-the-Donation-iDonate-Integration-step-bonus

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

1. Log into your Double the Donation account by going to https://doublethedonation.com/360matchpro/login/

2. Choose the Embed Our Plugin Link

3. Copy the Embed Code

With Double the Donation’s matching gift search tool embedded directly on your donation page, you encourage your donors to find out about matching gifts right then and there while they are already trying to support your organization. Happy fundraising!

Double the Donation has partnered with the National School Foundation Association.

Double the Donation Benefits for NSFA Members

Double the Donation is pleased to offer special benefits for Members of the National School Foundation Association.

Are you an NSFA Member? Take advantage of $50 off the Double the Donation Premium Plan for your first year.

Already a Double the Donation client? NSFA Members get $250 off an upgrade to the enterprise 360MatchPro platform.

Contact us to get started with your exclusive benefits!

Wilson-Bennett shifts matching gift providers from HEPdata to Double the Donation.

Wilson-Bennett Shifts Functionality from HEPdata to Double the Donation

Note

Become a Matching Gift Expert! Grab our Free Ultimate Guide to Matching Gifts.

Atlanta, Georgia (August 23, 2018) — Double the Donation is excited to share news of a new partnership with Wilson-Bennett Technology, Inc. (WBT), a leading provider of educational and nonprofit fundraising programs.

This partnership situates Double the Donation as the exclusive provider of matching gift services to WBT, replacing the legacy solution managed by HEPdata.

All WBT clients now exclusively have access to Double the Donation’s industry-leading matching gift database and tools.

“Wilson-Bennett Technology has always taken pride in providing our clients with cutting-edge services and technology,” said Rob Schlitts, Division President of WBT. “The phonathon landscape is evolving, and we are continually making changes to meet and exceed our clients’ expectations. The phone still proves to be a vital avenue to generate donors and dollars. We are excited to partner with Double the Donation and know our clients will enjoy the powerful matching gift solution.”

WBT has embedded the Double the Donation search tool into its phonathon systems. Student callers are able to type the name of a donor’s employer directly into Phonathon Connect(C) and instantly receive information about corporate matching gift eligibility, program guidelines, and submission requirements — all while still on the phone.

With Double the Donation, student callers can help identify more donors as match-eligible. A smart auto-complete algorithm dynamically pulls from Double the Donation’s comprehensive database of parent companies, subsidiaries, brands, and spelling variations to maximize the percentage of match eligible donors callers are able to identify.

Wilson Bennett Technology, Inc. announces switch from HEPdata to Double the Donation.

“Building and maintaining our database of companies that offer matching gift programs is really the core of our business at Double the Donation,” said Adam Weinger, President of Double the Donation. “A full-time, onsite team is dedicated to making daily updates to the database so that more than 98 percent of the 15-19 million match-eligible individuals in the US workforce will find their company’s program guidelines in our system.”

The matching gift program guidelines returned by Double the Donation’s database are written for a donor, not for a fundraising professional. Tailored for callers who need to convey complex information quickly and accurately, Double the Donation ensures that callers can easily provide the right information that encourages donors to take the next step and submit their matching gift request.

And, with a single result returned for all relevant search queries, Double the Donation has reduced the number of steps a caller must take to find the right employer and to communicate the necessary information to donors.

Wilson Bennett Technology, Inc. announces switch from HEPdata to Double the Donation.

For more about Wilson Bennett Technology, Inc., visit their website. Learn more about Double the Donation on our website, and explore our tools by attending our daily demo. Or, get caught up with the latest in matching gifts with these additional resources:

Discover how to integrate Double the Donation tools into your MightyCause fundraising page!

Double the Donation/MightyCause (Razoo) Integration Guide

Does your nonprofit, team, or community raise money through MightyCause, formerly Razoo? Are you looking to incorporate Double the Donation’s matching gift information onto your MightyCause fundraising pages?

If so, then this guide is for you.

Double the Donation’s Relationship with MightyCause (Razoo):

MightyCause, formerly Razoo, is an online crowdfunding platform for individuals, teams, communities, and nonprofit organizations.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who rely on MightyCause incorporate Double the Donation’s employee matching gift information onto their fundraising pages.

Please note that MightyCause and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Information with MightyCause Fundraising Pages:

Before you get started, you’ll need the hosted page URL from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to create the MightyCause campaign page that you want the Double the Donation tool to appear on. We’re using a mock campaign by the Feline Rescue Association, who’s raising money to support stray cats in Baltimore.

Step #1: Navigate to the “Description” section of your MightyCause fundraising page editor, outlined here in red.

Follow the first step of the Double the Donation-MightyCause integration.

Step #2: Choose the “Embed URL” option from the editing toolbar.

Follow the second step of the Double the Donation-MightyCause integration.

Step #3: Paste the URL of your hosted matching gift page from your Double the Donation account.

Follow the third step of the Double the Donation-MightyCause integration.

Step #4: Preview the link, ensuring that your organization’s logo appears properly, just like the Feline Rescue Association’s.

Follow the fourth step of the Double the Donation-MightyCause integration.

Incorporate Double the Donation’s Matching Gift Search Tool Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your MightyCause fundraising page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the Embed Code from your Double the Donation account, the same account you accessed to find your hosted page URL. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a change to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how the University of Pikeville incorporated the Double the Donation plugin on a page called “Matching Gifts,” nested under the “Giving” section of their website.

Incorporate matching gifts on a dedicated matching gift page.

 

You can also link to your own matching gift page on your MightyCause fundraising page! 

Your Double the Donation hosted page is optimized to display perfectly when embedded on pages like these. To link to your own website’s matching gift page that features your Premium Plan search tool, instead of your hosted page, we recommend testing how the link from your website displays when embedded following steps #1-4.

If the link to your website’s matching gift page doesn’t appear properly, don’t worry! You can always insert a link to it, which will display as a simple hyperlink. We recommend using anchor text like, “Double your donation! Click here to search for your employer’s corporate matching gift program.”

Follow the fifth step of the Double the Donation-MightyCause integration.

Follow the fifth step of the Double the Donation-MightyCause integration.

 

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the iframe Embed Code
Learn now to integrate Double the Donation tools into the Rallybound platform.

Double the Donation/Rallybound Integration Guide

Does your nonprofit fundraise with Rallybound? Are you looking to incorporate Double the Donation’s matching gift information into your Rallybound campaign websites?

If so, then this guide is for you.

Double the Donation’s Relationship with Rallybound:

The Rallybound platform enables nonprofits to build full social fundraising websites to raise money for their cause.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use Rallybound fundraising websites incorporate Double the Donation’s employee matching gift plugin into those websites.

Please note that Rallybound and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Search Tool with the Rallybound Platform:

Before you get started, you’ll need the Embed Code from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to ask Rallybound to designate a page on your Rallybound website that you want the Double the Donation tool to appear on. Alternatively, the plugin can be added to any editable area on your site. We recommend creating a page titled “Matching Gifts” to house the plugin. That’s the approach taken by the National Ovarian Cancer Coalition, who we’ll be using as an example to walk through the steps of the integration.

Step #1: Enabling editing on your designated page, then click the Rich Text Editor on your page.

Follow the first step in the Double the Donation-Rallybound integration process.

Step #2: Open the “Source” panel by clicking the icon in the top left-hand corner of the editing toolbar.

Follow the second step in the Double the Donation-Rallybound integration process.

Step #3: Insert the Embed Code from your Double the Donation account. Click “OK” and ensure that the plugin appears properly.

Follow the third step in the Double the Donation-Rallybound integration process.

Step #4: Add additional information about matching gifts, explaining what these programs are and encouraging your donors to use the search tool.

Follow the fourth step in the Double the Donation-Rallybound integration process.

Incorporate Matching Gifts Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your dedicated matching gift page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

Don’t forget that with the Double the Donation Premium Plan, you can embed the Double the Donation plugin on up to five different pages across your website!

Of course, you need to make sure that website visitors can actually find the pages you put the Double the Donation matching gift search tool on. Follow the lead of the National Ovarian Cancer Coalition and link to your dedicated matching gift page directly in your Rallybound website’s navigation bar.

Including matching gifts in your main navigation also demonstrates to your donors just how integral they are to your continued success.

Link to your dedicated matching gift page in your navigation bar.

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the Embed Code
Learn now to integrate Double the Donation tools into the GiveGab Enterprise platform.

Double the Donation/GiveGab Enterprise Integration Guide

Does your nonprofit use the GiveGab Enterprise Platform? Are you looking to incorporate Double the Donation’s matching gift information into your GiveGab Enterprise donation pages?

If so, then this guide is for you.

Double the Donation’s Relationship with Kimbia (GiveGab):

Kimbia, now GiveGab Enterprise, provides an online fundraising, crowdfunding, and event platform for nonprofits, higher education, and community foundations.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use Kimbia donation forms incorporate Double the Donation’s employee matching gift plugin into their fundraising pages and into their primary websites.

Please note that GiveGab and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Search Tool with the GiveGab Enterprise Platform:

Before you get started, you’ll need the iframe Embed Code from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to create the new campaign and a new donation form that you want the Double the Donation tool to appear on.

Step #1: Navigate to the “Form List” (A) of your campaign, then click on the name of the form (B).

This image demonstrates step 1 of the GiveGab-Double the Donation integration.

Step #2: Navigate to the “Confirmation Messages” section of your form (C), then click on the “Edit” button (D) in the “On Screen Messages” block.

This image demonstrates step 2 of the GiveGab-Double the Donation integration.

Step #3: Click on the “HTML” button (E) on the WYSIWYG editor.

This image demonstrates step 3 of the GiveGab-Double the Donation integration.

Step #4: Enter your Double the Donation iframe code into the HTML editor. Click “Update,” and then click “Save.”

This image demonstrates step 4 of the GiveGab-Double the Donation integration.

This image demonstrates step 4 of the GiveGab-Double the Donation integration.

Step #5: Test your form by previewing it, entering a transaction, and typing in a company name on the confirmation screen. The matching gift search tool should begin auto-completing the name of the company, and then display the necessary forms, guidelines, and instructions that a donor working for that company needs to submit a matching gift request to their employer.

This image demonstrates step 5 of the GiveGab-Double the Donation integration.

Incorporate Double the Donation’s Matching Gift Search Tool Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your donation form, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used for the confirmation screen onto the desired page. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a change to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how the University of Pikeville incorporated the Double the Donation plugin on a page called “Matching Gifts,” nested under the “Giving” section of their website.

Double the Donation-GiveGab-Integration Guide-UPike

 

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the iframe Embed Code

The Importance of Website Maintenance for Your Nonprofit

You’ve spent hours closely reviewing design and functionality details and your new website is officially up and running. You’ve triple checked everything to make sure it runs just the way you want it and you couldn’t be more excited to have an up-to-date, donation-processing digital home for your organization.

So now what? Let’s think of your website like a car. Your set of wheels needs a mechanic’s attention every so often and your website will also need the same T.L.C. Here is a list of the most important items to stay on top of when it comes to your website maintenance so that your site can continue fundraising for you.

Assigning a Site Mechanic

First thing’s first, you need to assign someone the role of managing the new website . Assigning responsibility to one person ensures that there is no confusion and , makes sure that your recent investment remains a priority and never slips through the cracks. Ideally, this person will manage content, written and visual, to make sure that the information on your site is regularly updated and visually appealing.

Lots of organizations look to their communications person or team for their expertise on this, but anyone familiar with your organization’s day-to-day will work great for content updates. When it comes to more backend and technical to-do’s, having a second tech-savvy person, ideally a developer, around is key. If you don’t have anyone on your team who has this skill set there are other options. Most web design agencies offer website maintenance plans to help with this or are available on a per-request basis to assist you.

WordPress/Plugin Updates

If you’re launching a new website, then chances are that it’s been made in WordPress. WordPress is one of the most user-friendly content management systems (CMS) and has regular updates like all technologies do. Each update includes more advanced security settings and overall site performance so these are important to keep up with.

When update time rolls around, you’re going to want to call a developer. These updates aren’t always compatible with other features and plugins included on your site. So you need to be sure that there is someone with the proper know-how to catch any glitches and avoid bigger headaches. If you are confused by any aspect of the update process, call an expert. Trust us, it is worth a little extra cash to ensure that your site is updated properly.

Hosting & Domain Upkeep

Every website requires housing , and this is where your hosting provider, or server, comes into play. Think of your hosting as the garage for your car and your domain as the name that goes on your reserved parking spot.

These two things are generally purchased through the same company but can also be purchased separately if needed. Your hosting, once set up, won’t require too much attention. However, your provider is the one to call for site backups (we’ll talk more about this next!) and any site loading issues. If you have a good hosting provider, you shouldn’t have to get in contact with them too often.

Site Backups

If you’re going to remember one thing from this article, it should be the importance of site backups. Your hosting provider can make these backups for you, or you can use a website plugin that also allow you to save a backup directly on your computer like All-in-One WP Migration. A site backup is a mirror copy of your site at the moment it is taken. If anything does go wrong, these backups can be restored and get your site back to normal.

We recommend doing at least one per month so that all of your content changes are up-to-date in the backup. If your organization makes very regular content changes, then we recommend doing two or more a month to ensure all of your form entries and content updates are included. This will save you time from having to re-update text and images since you are essentially reverting to a previous version of your site.

Incidentals

Incidentals isn’t a word that anyone likes, but it is a reality when we look to maintain something long term. We don’t always expect to find out that our car is leaking oil, but it is an urgent matter to fix relatively quickly. Your website is no different.

Maybe there was a piece of code that was accidentally deleted and you’re not sure how to replace it. Perhaps you fell prey to malware or spam that needs to be removed. Having someone who can handle this quickly and accurately is essential. For these cases, the best solution is to contact your web developer or you on-staff IT person to make sure the proper solution is found.

Your website is your most important tool in giving communities the information they need and is essential for your organization to remain relevant in a digital age. It’s something that takes time and detail to properly complete and needs to be maintained for any sort of longevity. Keep all of these tips in mind as you navigate website maintenance!

Author Bio

Kyle McClure is the Growth & Partnerships Manager at Elevation, a full-service nonprofit web design agency. Kyle, a born and raised Pittsburgher, started in the nonprofit world during college when he interned for some of the Burgh’s favorite performing arts organizations. He began at Elevation as a project manager in 2016 with experience ranging from customer and donor relations to PR & marketing. A culture junkie, you can find Kyle planning trips, trying new restaurants, and searching for shows.

iDonate switched matching gift providers from Amply to Double the Donation.

iDonate Reevaluates, Switches from Amply to Double the Donation

Note

Become a Matching Gift Expert! Grab our Free Ultimate Guide to Matching Gifts.

Atlanta, Georgia (June 24, 2018) — Double the Donation is proud to announce a new partnership with iDonate, a fast-growing digital fundraising solution for nonprofits. Together, iDonate and Double the Donation are providing integrated corporate matching gift marketing automation to nonprofits and higher education institutions.

iDonate has enhanced both functionality and customer experience by substituting the previous solution by Amply with 360MatchPro matching gift automation by Double the Donation, the leading provider of matching gift and volunteer grant software to nonprofits and educational institutions.

All of iDonate’s clients who were using the Amply tool have been transitioned over to the enhanced 360MatchPro offering.

“Based on client feedback, we reevaluated the matching gift solutions available from all vendors and invested in transitioning our clients to 360MatchPro’s premium platform,” said Karen Tanker, Director of Customer Success at iDonate. “We’re excited to help our nonprofits better manage their matching gift efforts through the use of 360MatchPro’s industry-leading software. The switch to Double the Donation is a major enhancement that provides more flexibility, enables more automation, and supports iDonate’s philosophy of investing in technology and tools that better engage donors personally and help nonprofit raise more.”

Through 360MatchPro by Double the Donation, organizations can identify more matching gift opportunities, automatically drive those matches to completion, and take further action based on advanced analytics and reporting.

iDonate switched matching gift providers from Amply to Double the Donation.

“We couldn’t be happier to provide advanced corporate matching gift automation tools to iDonate users,” said Adam Weinger, President of Double the Donation. “With more than $4 billion in matching gift revenue left on the table every year, automating the matching gift follow-up process is the key step 360MatchPro makes easy for busy nonprofits and educational institutions.”

At its core, 360MatchPro addresses a key lack of donor awareness about their employer’s corporate philanthropy programs. Donors want to make their support go further, they just aren’t always aware of the tools at their disposal.

iDonate switched matching gift providers from Amply to Double the Donation.

The innovative software solution identifies donors who are eligible for corporate gift matching through domain screening, self-identification, and bulk uploads. Then 360MatchPro helps automatically drive these match opportunities to completion.

iDonate switched matching gift providers from Amply to Double the Donation.

Nonprofits and educational institutions of all sizes can benefit from corporate matching gift revenue, but many simply don’t have the time to incorporate matching gift marketing into their fundraising strategy. Many others dedicate a single team member to following up with all potentially match-eligible donors. 360MatchPro automation takes care of all the necessary follow-up, pushing more matches to completion than organizations could with their available time and resources.

Through the native integration with iDonate, 360MatchPro is more readily available to and affordable for more nonprofits and educational institutions. Users can turn on 360MatchPro functionality directly within the iDonate platform and get up and running with a quick message to the iDonate support team.

Want to know more? Check out iDonate or see what 360MatchPro can do for you by scheduling a private demo. Plus, learn more about matching gifts with these helpful resources:

5 Tips to Making a Difference in Your Community This Summer

Memorial Day marked the unofficial start of summer. While most of us equate summer with pleasure and relaxation, many others look at summer with a sense of dread. If you are financially strapped, summer means no access to subsidized meals for your children and childcare headaches as they are home from school.

Summer is also a stressful time for nonprofits. Need is high and donations are typically low. The good news is that summer is actually a great time to get involved with your favorite local charity. With businesses in summer mode, kids home from school and retired people itching to get out and enjoy the season, summer offers plenty of opportunities to do fulfilling acts of charity and still have time to laze away in the hammock.

Here are some helpful tips to get you started in what may be your most fulfilling summer ever:

  1. Identify local need. Helping to build up your own local community is extra fulfilling because you can witness the impact of your efforts first hand. Think about what cause moves you most. If reading is your passion, speak to your local Boys and Girls Club to see how you can impact young readers. Perhaps you can hold a book drive or establish a reading competition complete with charts and prizes! Or the charity may tell you the need is actually for school supplies so local kids have the tools to succeed in school. Whatever you choose, when you identify a charity you wish to support, be sure that it’s a worthy and legitimate organization by checking it out on a site like charitynavigator.org.
  2. Get kids, family and friends involved. You’ve made the decision to help, why not increase your impact exponentially by asking friends and family to join your cause. As mentioned above, kids are home and looking for something do and it’s never too early to teach a lesson of compassion and community. And, don’t forget the seniors. They are often overlooked but they can be amazing sources of ideas, enthusiasm and support – consider them your secret weapon!
  3. Bring your skills to the table. You can make an even bigger difference when you capitalize on your unique abilities. If you dabble in photography, why not offer to take photos at the next food pantry event to submit to your local paper, share online or add to their website. If you are great at planning parties, why not use your powers for good and organize a fundraising party for your favorite charity? If you are a runner, plan a neighborhood fun run and collect canned goods as an entry fee. You’ll find the more of yourself you put into your effort the more rewarding it will be.
  4. Virtual volunteering is a thing. When we think of volunteering we often envision lifting boxes, painting a room or building a swing set. But, the reality is that we are all busier than ever and working on-site at a charity event may just not work for us. Remember that virtual volunteering is a wonderful way to lend needed support to charity. From helping with website design, making phone calls or running an online fundraising or shopping event, don’t underestimate the impact you can make in your community right from your couch. You can even tap into your social networks and use social media for good when you run an online charity event made for social sharing with YouGiveGoods.com, an online giving platform that enables you to raise most-needed goods for any charity.
  5. Start small. The issues and problems that cause people (and animals!) distress run deep and won’t be eradicated any time soon. But every effort, no matter how small, makes a difference. Set reasonable goals for yourself, don’t shoot for the stars from the start. Learn and grow from your efforts and plan for each charitable outing to be bigger and better than the last.

Sure, summertime relaxing is good for you but helping others is also proven to be good for the mind, body, and soul. So take the plunge this summer and make it memorable by adding philanthropy into your plan.

 

Lisa Tomasi is the founder and president of YouGiveGoods, an innovative giving platform founded in 2012. Lisa has been involved in philanthropy ever since she was aided by the American Red Cross following the devastating 1989 San Francisco earthquake.  YouGiveGoods giving events enable individuals, companies, schools and groups to make a tangible impact in local communities by getting new, needed goods to charities. When not working with the amazing YouGiveGoods team, Lisa is at her other full-time job – raising four daughters with her husband, Paul.